The video tutorials will assist new users who are beginning their journey with FYI.
Refer to Learn to access the interactive online course in FYI.
Learn how to navigate FYI, file to cabinets and categories and explore your client’s workspace.
Before you begin, please make sure you can login and display the Drawer in FYI, Outlook and Office.
Refer to Before you Begin
To learn more about working with emails and documents refer to Building Your Foundations video tutorials.
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray